Essential Responsibilities:
- Report on trends in all asset classes and provide relative value recommendations
- Establish credit procedures for the review of current and prospective investments
- Identify valuable investment opportunities that benefit the organization and client portfolios
- Monitor pricing and credit spreads as well as sector trends to determine impact on client portfolio assets.
- Perform in-depth financial statement analysis of both private sector and public sector entities, knowledge of GAAP, FASB and GASB required
- Monitor overall credit quality of issuers held in SMA disciplines to ensure compliance with applicable guidelines and objectives
- Respond to credit requests from Sales
- Assist with weekly credit updates for the firm
- Assist Accounting/Finance with internal Risk Review for inventory positions on a monthly basis
- Evaluate alternative investments such as securities linked to commodities/real estate as well as distressed situations
- Report to credit committee on a quarterly basis the status of portfolio securities with recommendations for sale and purchase candidates
- Acts as mentor for staff and makes recommendations for additional training and development opportunities.
- Perform other job-related duties as assigned
Education and/or Experience:
- 5-7 years of relevant municipal and corporate credit research
- Bachelor’s degree or equivalent experience required / Master’s degree preferred
- Series 7, 66, 86/87, and CFA Charter preferred
Qualifications:
- Rating Agency experience preferred
- High level of communication skills, both written and orally, to convey research results to senior management in both formal and informal presentations
- Expert level knowledge of credit underwriting process for high yield and distressed assets preferred
Source: for more information click h0ere.
